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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL, LYNCH, PIERCE, FENNER AND Service code 19 · EIN 13-3180817 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Securities Custodian | $6,925 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,366 | $46,360-62.5% | $147,618-88.2% | $52,331-66.8% |
| Participation rate | 95.7% | 64.9%+30.7pp | 84.6%+11.0pp | 68.1%+27.5pp |
| Annual return | 0.39% | 1.62%-1.2pp | 61.98%-61.6pp | 4.54%-4.2pp |
| Employer contribution / active EE | $2,084 | $2,126-2.0% | $5,565-62.5% | $1,882+10.8% |
| Participant deferral / active EE | $1,495 | $2,258-33.8% | $4,895-69.5% | $3,022-50.5% |
| Admin fee / account holder | $63 | $766-91.8% | $11,612-99.5% | $592-89.4% |